Wealth Project Manager

Integrity•Urbandale, IA

About The Position

This position will work directly with the Chief Compliance Officer (CCO)/ Chief Operating Officer (COO) and will play a pivotal role in spearheading the standardizing of a comprehensive digital Wealth Management ecosystem for a portfolio that spans multiple locations and brands. This position will be responsible for overseeing and executing strategic projects that drive the further development and implementation of innovative digital solutions. The Wealth Project Manager will require strong organizational skills, experience with technology project management, experience with project management software and reporting, and a deep understanding of change management.

Requirements

Must display Core Values
Advanced technical knowledge and advanced understanding of broker-dealer and RIA business processes.
2+ Financial Services Industry experience required.
Four-year college or university program and 8 to 10 years project management experience and/or training; or equivalent combination of education and experience.

Nice To Haves

Prior Broker Dealer and RIA experience preferred.
Product knowledge in variable life, variable annuities, mutual funds, managed accounts, financial planning and securities a plus.
Professional in Project Management (PMP) or similar project management certification is a plus

Responsibilities

Lead and manage the end-to-end project planning and execution of a major digital initiative within our Wealth Management portfolio.
Define project objectives, scope, requirements, critical path, and success criteria in alignment with key stakeholders.
Project Execution Excellence: Ensure seamless project execution throughout its life cycle, adhering to high standards of development, quality, dashboard reporting, and timely delivery.
Ensure that digital projects are delivered on time and within budget while optimizing resource utilization.
Manage day-to-day project schedule, deliverables, and resources, coordinating with cross-functional teams including executive leadership, technology, legal, compliance, human resources, marketing, and business units.
Uphold project budgetary guidelines and timelines with keen attention to detail and an ability to adapt to changing circumstances.
Lead project planning and milestone delivery within the project team, ensuring efficient collaboration and coordination.
Stakeholder Communication: Lead and facilitate effective project and stakeholder team working sessions to identify requirements, impacts and resource requirements.
Project Management Tools: Utilize tools such as Azure DevOps, Jira, and Confluence to manage project workflows, track progress, and document key information.
Risk Management: Identify potential risks associated with digital initiatives and develop mitigation strategies.
Identify opportunities for personalization and customization in digital offerings to meet unique partner needs.
Implement standardized digital solutions to enhance client services and operational effectiveness.
Ensure digital projects comply with regulatory requirements, industry standards, and internal policies.
Other duties as assigned.